AFG
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Atomi Financial Group’s Caterpillar CAT Stock Holding History

Atomi Financial Group’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.8M Sell
18,042
-135
-0.7% -$93.5K 0.39% 52
2025
Q4 		$10.4M Buy
18,177
+940
+5% +$522K 0.31% 58
2025
Q3 		$8.22M Buy
17,237
+864
+5% +$369K 0.27% 72
2025
Q2 		$6.36M Buy
16,373
+838
+5% +$279K 0.24% 79
2025
Q1 		$5.12M Sell
15,535
-7,658
-33% -$2.73M 0.23% 86
2024
Q4 		$8.41M Buy
23,193
+871
+4% +$338K 0.43% 44
2024
Q3 		$8.73M Sell
22,322
-999
-4% -$345K 0.55% 35
2024
Q2 		$7.77M Buy
23,321
+1,839
+9% +$638K 0.58% 37
2024
Q1 		$7.87M Buy
21,482
+9,899
+85% +$3.16M 0.73% 26
2023
Q4 		$3.42M Buy
11,583
+881
+8% +$229K 0.47% 38
2023
Q3 		$2.92M Buy
10,702
+1,036
+11% +$281K 0.98% 14
2023
Q2 		$2.38M Buy
9,666
+425
+5% +$94.8K 1.08% 11
2023
Q1 		$2.11M Buy
+9,241
New +$2.23M 1.18% 16

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atomi Financial Group's CAT Position: Q1 2026 in Review

Atomi Financial Group reduced its Caterpillar (CAT) stake by 0.74% in Q1 2026, selling an estimated $93.5K and leaving 18,042 shares worth $12.8M. The position accounts for 0.39% of the portfolio, ranked #52.

Atomi Financial Group first reported a position in CAT in Q1 2023 and has held it in 13 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Atomi Financial Group held 18,042 shares of Caterpillar worth $12.8M as of Q1 2026.
  • Atomi Financial Group sold 135 Caterpillar shares in Q1 2026, an estimated $93.5K.
  • Caterpillar made up 0.39% of Atomi Financial Group's portfolio in Q1 2026, its #52 holding.
  • Atomi Financial Group first reported a position in Caterpillar in Q1 2023 and has held it in 13 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.